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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MI
5601
Moneywise Inc
Virginia
$229M -$11.4M -5% 0.21% 58% 92 21.74%
AF
5602
Abound Financial
California
$229M -$29.5M -11% 2.25% 291 7.9%
WFAG
5603
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 4.24% 82.9% 202 86.14%
CSIA
5604
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 0.31% 84.4% 29 48.28%
OWCM
5605
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 7.21% 152 32.24%
IF
5606
IRON Financial
Illinois
$229M +$11.3M +5% 0.81% 51.4% 167 34.13%
CM
5607
Cosmic Management
California
$229M -$95.8M -30% 26.2% 4 0%
FIA
5608
FNY Investment Advisers
New York
$229M -$126M -35% 1.63% 307% 1,226 59.46%
GCM
5609
GeoSphere Capital Management
Florida
$229M -$75M -25% 36.4% 419% 62 67.74%
SWM
5610
Shelton Wealth Management
Texas
$229M -$4.7M -2% 0.57% 88% 190 41.05%
AFO
5611
Allie Family Office
Florida
$228M +$14.3M +7% 0.96% 50.9% 111 16.22%
MPCL
5612
My Personal CFO LLC
Washington
$228M -$11.3M -5% 2.78% 67.3% 98 15.31%
AWAP
5613
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$228M -$1.66M -0.7% 0.42% 68.1% 160 4.38%
CB
5614
Chris Bulman
California
$228M +$2.19M +1% 1.21% 159 11.95%
CNHF
5615
Conrad N. Hilton Foundation
California
$228M +$150M +191% 3.89% 2 50%
FPN
5616
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 0.48% 52 11.54%
USB
5617
Union Savings Bank
Connecticut
$228M -$2.72M -1% 0.36% 329 5.17%
EWS
5618
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 0.51% 123 14.63%
APSI
5619
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 2.82% 117% 35 0%
HFA
5620
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 1.09% 34 20.59%
CI
5621
Ceera Investments
Texas
$228M -$30.9M -12% 9.25% 47.9% 103 25.24%
FAM
5622
Forte Asset Management
New York
$228M +$7.65M +3% 1.15% 48.8% 79 11.39%
BWA
5623
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 0.18% 171 22.22%
CWA
5624
Cascade Wealth Advisors
Washington
$228M +$10.9M +5% 2.49% 60 5%
FF
5625
Financial Futures
New Jersey
$228M +$11.9M +6% 0.32% 45% 79 21.52%